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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,242 | $103,008-85.2% | $90,304-83.1% | $152,897-90.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 25.08% | 95.22%-70.1pp | 78.13%-53.1pp | 345.43%-320.3pp |
| Employer contribution / active EE | $540 | $3,139-82.8% | $2,855-81.1% | $4,764-88.7% |
| Participant deferral / active EE | $7,578 | $4,281+77.0% | $3,885+95.1% | $5,851+29.5% |
| Admin fee / account holder | $4,978 | $6,175-19.4% | $5,354-7.0% | $11,599-57.1% |